Endurance Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Endurance Wealth Management’s Portfolio IJT Stock Details IJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$36K	Hold	310	–	–	﹤0.01%	374
2023 Q1	$34K	Hold	310	–	–	﹤0.01%	385
2022 Q4	$34K	Hold	310	–	–	0.01%	367
2022 Q3	$32K	Hold	310	–	–	0.01%	369
2022 Q2	$33K	Hold	310	–	–	0.01%	367
2022 Q1	$39K	Hold	310	–	–	0.01%	380
2021 Q4	$43K	Hold	310	–	–	﹤0.01%	365
2021 Q3	$40K	Hold	310	–	–	﹤0.01%	376
2021 Q2	$41K	Hold	310	–	–	﹤0.01%	380
2021 Q1	$40K	Hold	310	–	–	﹤0.01%	381
2020 Q4	$35K	Hold	310	–	–	﹤0.01%	360
2020 Q3	$27K	Hold	310	–	–	﹤0.01%	366
2020 Q2	$26K	Hold	310	–	–	﹤0.01%	372
2020 Q1	$21K	Buy	310 +70	+29%	+$6.18K	﹤0.01%	360
2019 Q4	$23K	Hold	240	–	–	﹤0.01%	351
2019 Q3	$21K	Hold	240	–	–	﹤0.01%	357
2019 Q2	$21K	Hold	240	–	–	﹤0.01%	335
2019 Q1	$21K	Hold	240	–	–	﹤0.01%	327
2018 Q4	$19K	Hold	240	–	–	﹤0.01%	321
2018 Q3	$24K	Hold	240	–	–	﹤0.01%	328
2018 Q2	$23K	Hold	240	–	–	﹤0.01%	334
2018 Q1	$21K	Buy	+240	New	+$20.9K	﹤0.01%	359

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Endurance Wealth Management's IJT Position: Q2 2023 in Review

Endurance Wealth Management held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2023 at 310 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Endurance Wealth Management first reported a position in IJT in Q1 2018 and has held it in 22 quarters since. The position peaked at $43K in Q4 2021. 625 funds tracked by Wall St. Rank hold IJT as of Q2 2023.

Endurance Wealth Management held 310 shares of iShares S&P Small-Cap 600 Growth ETF worth $36K as of Q2 2023.
Endurance Wealth Management left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2023.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #374 holding.
Endurance Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2018 and has held it in 22 quarters since.
Endurance Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $43K in Q4 2021.
625 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.